Surprising Euro Strength
Italian public finances are rapidly becoming unsustainable without the ECB buying large quantities of its debt, the Merkel/Macron plan is no alternative. Without ECB buying large quantities of Italian debt, […]
LiveRamp Finally Gets Its Day In The Sun
The company has slowly but surely carved out and cemented a central position in the ad industry as an essential data and identity platform. Management has been astute in responding […]
Promising Early Signs Of Talend’s Strategy Refocus
It’s too early to tell whether the company’s new CEO and a refocus on the sales process is delivering results, but Q1 was promising in this respect. The pandemic creates […]
EDAP Shares Are Still A Steal, But The Pandemic Could Be A Wrench
EDAP has developed an innovative HIFU treatment device for prostate and other cancers, which it was already selling. The offering is boosted by an exclusive distribution deal with the maker […]
Usio Gets Traction
While the figures are a little distorted by a mixed impact of the pandemic, we think the company’s underlying growth is solid. It has two fast-growing parts, PayFac and prepaid […]
Solid Quarter For BioLife, But Dilution Is A Little Concerning
The company experienced a 50% increase in its media revenues, although a considerable part of that is probably inflated by safety inventory building customers. Nevertheless, sooner or later, some of […]
Esperion Has A Low Bar To Climb To Warrant Its Present Valuation
Given the present cash balance and upcoming partner payments we don’t think investors have to worry about cash anytime soon. The question will be, how fast can the company ramp […]
CEVA Inc. Operational Leverage Has High Potential To Produce Another Positive Earnings Surprise
The company remains well-positioned to profit from the explosion in connectivity, like 5G, WiFi 6, Bluetooth, and the like. But it also increasingly has a stake in IoT solutions like […]
PAR Technology Is Surviving The Pandemic Impact
The pandemic turned out to be not the great disaster for PAR Technology that investors had feared. In fact, when all is said and done, they might even emerge in […]
Strong Headwinds For The Rubicon Project, But There Is A Silver Lining
Rubicon is starting Q2 as a combined company with Telaria, but the market could hardly be worse, and revenue is expected to fall by some 30%. Even Telaria’s touted CTV […]